Meet Our Team

Meet Our Team

Barbara Bridgman

Barbara Bridgman

Chief Compliance Officer & Director of Operations

Claire Folwell

Claire Folwell

Marketing & Business Development Manager

Cameron Walker, FPQP®

Cameron Walker, FPQP®

Financial Paraplanner

Eric E. Wolfe, CFP®, ChFC®, CLU®

Eric E. Wolfe, CFP®, ChFC®, CLU®

Founder and Senior Advisor

Birdie

Birdie

Director of Pup-lic Relations